Wisconsin Wealth Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Wisconsin Wealth Advisors’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.75M	Sell	35,168 -90	-0.3%	-$4.49K	1.5%	22
2026 Q1	$1.76M	Buy	35,258 +2,493	+8%	+$125K	1.73%	19
2025 Q4	$1.64M	Buy	32,765 +1,600	+5%	+$80K	1.61%	21
2025 Q3	$1.55M	Sell	31,165 -557	-2%	-$27.6K	1.48%	21
2025 Q2	$1.56M	Sell	31,722 -1,104	-3%	-$54K	1.8%	17
2025 Q1	$1.61M	Buy	32,826 +928	+3%	+$45.3K	2.32%	13
2024 Q4	$1.55M	Buy	+31,898	New	+$1.56M	2.29%	13

Other funds holding LMBS

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

TPW

TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

FPW

Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return

Wisconsin Wealth Advisors's LMBS Position: Q2 2026 in Review

Wisconsin Wealth Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.26% in Q2 2026, selling an estimated $4.49K and leaving 35,168 shares worth $1.75M. The position accounts for 1.5% of the portfolio, ranked #22.

Wisconsin Wealth Advisors first reported a position in LMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.76M in Q1 2026. 103 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Wisconsin Wealth Advisors held 35,168 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.75M as of Q2 2026.
Wisconsin Wealth Advisors sold 90 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $4.49K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.5% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Wisconsin Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
Wisconsin Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.76M in Q1 2026.
103 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.